BLK:NYE-BlackRock Inc.

EQUITY | Asset Management | New York Stock Exchange

Last Closing

USD 434.57

Change

-5.91 (-1.34)%

Market Cap

USD 60.67B

Volume

0.95M

Analyst Target

USD 471.67
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

BlackRock Inc along with its subsidiaries, provides investment management services to institutional clients and to individual investors through various investment vehicles.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2019-03-19 )

Largest Industry Peers for Asset Management

Symbol Name Price(Change) Market Cap
BAM Brookfield Asset Management In..

+0.15 (+0.31%)

USD 47.96B
BX The Blackstone Group L.P. Repr..

+0.71 (+1.82%)

USD 47.54B
BK Bank of New York Mellon Corpor..

+0.28 (+0.58%)

USD 46.28B
STT State Street Corporation

-3.04 (-4.35%)

USD 25.21B
KKR KKR & Co. Inc. Class A

+0.36 (+1.54%)

USD 19.96B
AMP Ameriprise Financial Inc.

+1.74 (+1.22%)

USD 19.61B
BEN Franklin Resources Inc.

+0.41 (+1.17%)

USD 18.06B
APO Apollo Global Management LLC C..

-0.08 (-0.25%)

USD 13.09B
IVZ Invesco Ltd

+0.24 (+1.12%)

USD 8.69B
VOYA Voya Financial Inc.

+0.61 (+1.12%)

USD 8.13B

ETFs Containing BLK

TETF ETF Industry Exposure & F.. 5.61 % 0.64 %

+0.06 (+0.78%)

USD 6.66M
UTRN Vesper US Large Cap Short.. 4.02 % 0.00 %

+0.20 (+0.78%)

USD 0.01B
VSL Volshares Large Cap 4.01 % 0.65 %

+0.30 (+0.78%)

USD 0.73M
ENTR ERShares Entrepreneur 30 3.85 % 0.49 %

+0.31 (+0.78%)

USD 0.08B
IBLN Direxion iBillionaire Ind.. 3.37 % 0.64 %

N/A

USD 0.01B
KLD iShares MSCI USA ESG Sele.. 2.10 % 0.50 %

N/A

USD 0.59B
SUSA iShares MSCI USA ESG Sele.. 2.04 % 0.48 %

+0.97 (+0.78%)

USD 0.99B

Market Performance

  Market Performance vs. Industry/Classification (Asset Management) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.63% 60% D- 48% F
Dividend Return 0.84% 10% F 44% F
Total Return 11.47% 58% F 50% F
Trailing 12 Months  
Capital Gain -21.53% 17% F 14% F
Dividend Return 2.25% 12% F 39% F
Total Return -19.29% 14% F 15% F
Trailing 5 Years  
Capital Gain 45.63% 90% A- 80% B-
Dividend Return 16.42% 34% F 55% F
Total Return 62.05% 89% B+ 81% B-
Average Annual (5 Year Horizon)  
Capital Gain 10.47% 92% A- 81% B-
Dividend Return 13.06% 89% B+ 82% B-
Total Return 2.59% 20% F 51% F
Risk Return Profile  
Volatility (Standard Deviation) 18.71% 34% F 38% F
Risk Adjusted Return 69.81% 57% F 71% C-
Market Capitalization 60.67B 100% A+ 98% A+

Key Financial Ratios

  Ratio vs. Industry/Classification (Asset Management) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.18 24% F 41% F
Price/Book Ratio 2.13 33% F 37% F
Price / Cash Flow Ratio 5.39 14% F 20% F
Price/Free Cash Flow Ratio 24.22 10% F 22% F
Management Effectiveness  
Return on Equity 13.36% 71% C- 70% C-
Return on Invested Capital 15.55% 69% D+ 74% C
Return on Assets 2.31% 63% D 49% F
Debt to Equity Ratio 19.75% 79% C+ 83% B

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.